Automations Overview
Automations help you save time by running workflows automatically based on defined rules and contact behavior. Instead of manually repeating tasks—like sending follow-up emails or checking who took action—Automations handle the process for you in the background.
You can use Automations to streamline internal workflows or deliver more timely, relevant outreach to supporters. Each Automation is built as a series of steps that contacts move through automatically, based on criteria you define.
Automations are flexible and customizable. You can start from a pre-built template or build from scratch. Control when contacts enter, pause between steps, and branch contacts into different paths depending on their actions.
Once your Automation is active, you can monitor performance in real time and use built-in reports to understand how contacts move through your workflow and where adjustments may improve results.
Review the articles below to learn how to build, activate, and monitor your Automations.